Equity Services Inc
Montpelier, VT
Equity Services Inc of Montpelier, VT is the broker of record on 25 Form 5500 Schedule A filings covering 13 employer benefit plans across 10 states, with $394,283 in reported broker commissions (plan year 2025).
Quick answer
Equity Services Inc (Montpelier, VT) is the broker of record for 13 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Equity Services Inc have?
- Equity Services Inc is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 10 states.
- Who are Equity Services Inc's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Nppg Plan Professionals, LLC (15,967 participants).
- How much does Equity Services Inc earn in commissions?
- Insurers reported $394,283 in broker commissions and $289 in fees paid to Equity Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Equity Services Inc located?
- Equity Services Inc is based in Montpelier, VT and has employer clients in 10 states.
- How does Equity Services Inc rank among benefits brokers in Vermont?
- Equity Services Inc ranks #3 by employer clients among the 50 most active benefits brokers based in Vermont.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Equity Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Nppg Plan Professionals, LLC | NJ | 15,967 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Vermont
- Richards, Inc.: 68 employer clients, $1,418,459 reported commissions (Brattleboro)
- The Richards Group: 55 employer clients, $1,123,080 reported commissions (Brattleboro)
- Northeast Insurance Broker Services: 1 employer clients, $12,643 reported commissions (South Burlington)
- Royer-Camp And Associated Ins, Inc.: 1 employer clients, $34,829 reported commissions (Newport)
- Plan Integrity Partners, LLC: 8 employer clients (Burlington)
- Future Planning Associates, Inc.: 7 employer clients, $11,765 reported commissions (Williston)
- Brian Lessard: 2 employer clients, $1,098 reported commissions (Quechee)
- Hickok & Boardman Inc: 6 employer clients, $105,540 reported commissions (Burlington)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.